Uncertainty regarding pyroxasulfone still exists in the minds of investors.
Posts tagged Value Pickr
Page industries (09-02-2024)
Notes from Q3FY24 Conf Call [Link]:
- ARS implementation reached a good level of maturity.
- Channel inventory level is still high compared to expected levels.
- Discounting intensity from competitors has reduced in Q3 compared to H1.
- Demand remains subdued. Not sure how long it will take to normalize. Margins were on the lower level of the aspired range (19~21%) as still selling high cost inventory. Fresh inventory has lower cost raw material.
- Athleisure category volume degrew in Q3. Also, its channel inventory remains high. Competitors (not Page) using discounting push to flush out their inventory.
- eCom grew 28% in 9 months and 32% in Q3.
Buy Unlisted Shares (09-02-2024)
Thank you so much! I will do more research on this.
PI Industries – Superior Business Model (09-02-2024)
With such a robust result, share price should have been at more higher that what it is. Some disconnect , it seems
Buy Unlisted Shares (09-02-2024)
IPO price band can be lower than CMP in unlisted market. Listing depends on how market values any company. You will hear many such multibagger stories. Never believe them. Read about company and decide for yourself.
Conviction comes from reading. One advice only – Read as much as possible.
Endurance Technologies – Quality focussed Auto component manufacturer (09-02-2024)
Endurance : Q3FY24
- They added Jaguar Land Rover as a new client new customer for the EV passenger car with an export business value for rupees 240 million
- Strong order wins : new 568Cr + replacement 373Cr
- Capex : 245Cr has been incurred for capacity addition in brake assemblies, aluminium alloy wheels, aluminium casting and machining , suspensions and BMS Line.
- 460Cr cash can be used if needed for funding capex.
- EBITDA : 2W recovery might help in utilisation levels. today 12% it can go to 13% or 14%
- Looking to increase share of 4W from 26% to 45%
- If bajaj grows – Endurance grows with them – they have definite SOP with them.
- Looking to increase share of advanced electronics or embedded electronics business by becoming a significant player for the BMS and new electronic products required for EV applications.
- Royal enfield + BMS Supplies + Maxwell energy from Jan 25
Buy Unlisted Shares (09-02-2024)
Nitin Sir,
I have recently started my investment journey. I do not know much about how current CMP of unlisted shares is co-related with the listing price.
Just as an example, is it possible that current CMP of Polymatech is 935 and its IPO listing can happen at a lower price than 935?
I have read a lot about Polymatech that it is going to be a multibagger. So I have my conviction but just wanted to know if the listing can happen at a lower level.
Thanks
Buy Unlisted Shares (09-02-2024)
Thank you. It gave me conviction. Signed up and will buy shares on Monday.
Pitti Engineering Limited: Is it on an inflection point? (09-02-2024)
Q3FY24 results are as expected.
The accompanying Investor Presentation gives a rosy picture. Q4 FY24 numbers could be as per company’s predictions.
Trent — A value unlocking story from the house of TATA (09-02-2024)
It’s not just the size. It’s the quality and execution chops they have delivered.
It should keep on getting re-rated, on every result.